How to Use

Invite/manage users

This article describes the tasks Organization admins can perform related to users:

Invite Users to Your Organization

You can bring your colleagues under the same company-wide account, or Organization, in from the Home screen or from the Users tab in your Organization settings.

Note: After you invite colleagues to your Organization, you can invite them to individual teams within the Organization.

  1. Access the Users Settings screen by doing one of the following:
    • On the Home screen, click Add Teammates.
    • Click at the top of the screen, and then select Settings.On the screen that appears, click Users.
  2. Click Invite Users.
  3. Do the following for each user you want to invite:
    • Enter the user’s name or email address. Alternatively, select the name from the suggestions on the right side of the screen.
    • Enter a welcome message if desired.
    • Click Invite Users.
    • Click Done.

Move Users from Another Organization

If a colleague creates his or her own Organization while registering, you can use the method described above to add the colleague to your company-wide Organization so you're all working together.

Tip: Rename the extra Organization to avoid confusion.

Make a User an Organization Admin

By default, any user you invite is a User on the team. You can make a user an Organization admin, which gives the user access to admin-only tasks.

Note: This option is not available for all users.

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Users.
  3. Click the drop-down menu to the right of the user’s name, and then click Admin.

Delete a User From Your Organization Admin

  1. Click at the top of the screen, and then select Settings.
  2. On the screen that appears, click Users.
  3. Hover over the user’s name and click .

Note: When you remove an employee from your SalesforceIQ Organization, this removes that person's access to SalesforceIQ. The number of licenses remains the same based on your existing contract.

Overview: Navigation

Navigation in SalesforceIQ highlights the key features of the app while dedicating more space for your most valuable content.

Video: Navigation Overview (~3.5 min)

Navigation Features

Key features of our navigation include the following:

  • Intelligent List display—SalesforceIQ automatically and intelligently selects your most important Lists and displays them at the top of the screen. Click the downward-pointing arrow to the right of the List names to access all your Lists, and drag and drop to change the List order.
  • Entry of new opportunities, leads, etc. directly from a List—To add a new object such as an opportunity, lead, or other type of relationship to an existing List, navigate to the desired List and click Add [List object].
  • List-based saved filter display—To quickly access your saved filters, hover over the relevant List name and select the filter.
  • Easy email access—You can compose email, view drafts, and view undelivered emails directly on the Home screen.
  • Consolidated address book—You can find both Accounts and Contacts by clicking at the top of the screen.
  • Unified settings—Click at the top of the screen to access all your settings. If you have multiple Organizations, you can switch between them on the Settings screen.
  • Quick Help center access—Click at the top of the screen to access our full Help Center.
  • Notifications—Click at the top of the screen to view your notifications. The number that appears above the icon indicates the number of unread notifications. You receive a notification if someone includes you in a Stream comment, adds you to a team or Organization, or performs some other task in SalesforceIQ that is related to you.

Overview: List(s)

SalesforceIQ organizes your professional relationships using Lists. A List is a collection of Contacts or Accounts representing a people-driven process, such as a sales pipeline or a pool of recruiting candidates. You can use Lists to track any process or workflow related to Contact- or Account-based leads, opportunities, etc.

Video: What Is a List? (~1.5 min)

List Views

You can select to display a List in one of three views to track your processes.

  • The Stream view displays an activity log of emails and calendar events between your team working on this process and the Contacts for the lead, opportunity, etc. SalesforceIQ automatically brings the email and calendar information into the Stream, and you can manually add comments and notes pertaining that specific opportunity. Learn more about collaboration in the Stream.
  • The Grid view allows you to track information about the Contacts or Accounts on a List in standard or Intelligence Fields. You can use sorting and filtering to drill down to the information you want, and save filters so you can quickly bring up the information most important to you. As one example of the type of information displayed in the Grid, you can use statuses to indicate stages in your process. For a sales team, status options might include lead, contacted, deal won, or deal lost. Learn more about working with Grid view features.
  • Reporting allows you to track and measure your process. You can use filtering and sorting as in the Grid, and view information by status or teammate. Learn more about reporting in SalesforceIQ.

List Types

Every List in SalesforceIQ is either an Account List or a Contact List:

  • An Account List is made of up of Accounts—generally companies or divisions with companies. For each Account, you add one or more points of Contact.

    Note: Account Property and Company Property field types are available for Account Lists only.
  • A Contact List is made up of individual people.

Learn more about Contacts and Accounts.

Learn More

Check out our articles on Lists for more information on how to create and manage Lists, and learn more about reporting here.

Overview: Home screen

Your SalesforceIQ Home screen provides a centralized place to manage your day with intelligence. Your Home screen gathers meetings, tasks, and deal activity all in one location.


Key Home screen features include the following:

  • Tasks—Tasks are reminders that prompt you to reconnect with Contacts after meetings or email exchanges or to perform specific actions, such as sending a contract to a client. On the Home screen you can easily create, assign, view, and manage tasks. For details, see Create and assign tasks and Work with tasks.
  • Email—Click Email to compose and send a message directly from the Home screen, without needing to go to your inbox.

    Note: You can also create emails from the Email button (shown below), as well as view drafts by hovering over the button.
  • Meetings—Click the Meetings tab to view all your upcoming meetings without needing to open your calendar. You can take 1-click actions from this tab to email all attendees, dial into GoTo Meetings, view invites, and more.
  • My Feed and All—Click My Feed to view activities personalized to you. Click All to view activities related to all relationships in your organization. Feed information is as follows:
    • Read receipt information shows when someone opens your email, whether the email was sent via the web app, mobile app, or Gmail. Read receipt information appears on My Feed only.

      Read receipt information includes the following:
      • Contact who opened the email (message sent to a single recipient only)
      • Email subject
      • Last date email was opened (message sent to a single recipient only)
      • Last time email was opened
      • First time email was opened (message sent to multiple recipients only)
      • Associated relationships and links (message sent to a single recipient only)
      • Number of times email was opened
      • Link to full email
      • Geo-location of recipient (message sent to a single recipient only)
    • Comments on relationships:
      • User who commented
      • Date of comment
      • Comment snippet
      • Ability to sub-comment and like directly from Feed
      • Relationship name, type, and link
      • Like widget (including liking comments, number of likes, and people who commented)
    • Status updates on relationships:
      • User who changed status
      • Time of change
      • New and old relationship status
      • Relationship name and link
    • An indicator when someone liked your comment or one that's relevant to you.
    • Invite Users—Click Add Teammates to invite users to your Organization. This option appears for Organization admins only.

Overview: Connected Accounts

Your professional relationships are not confined to a single system or network—and especially not to one owner. Connected Accounts helps you manage this complexity by letting you link your existing email account to your SalesforceIQ user Account. Connecting your Accounts takes away the pain of creating and updating Accounts and Contacts, because the system does this for our users automatically, pulling in data from multiple sources.

Supported Connected Account Types

  • Email—Address book information, email traffic, and email content, which you can use and share to help productivity.
  • Calendars—Events from meeting invites that you can use in our intelligent Grid fields.
  • Phone calls—If you place a phone call using our mobile app, you can decide to have a phone call automatically noted in your Stream to help you track your communication with your Contacts.

Adding Forwarding Accounts

We recommend that users connect forwarding email accounts to SalesforceIQ whenever possible to ensure a consistent experience. Note that to send an email through SalesforceIQ, you must connect the email account directly to SalesforceIQ. You can't use forwarding and alias accounts as “sent" email addresses.

Overview: Sharing

SalesforceIQ offers a variety of ways to share your communication to ensure that your team is always in-sync.

Note: Sharing is available only for Organizations with at least two users.

Sharing communication activity and content is always opt-in. We've made it as simple as possible to decide what to share and what not to share:

  • Share all activity (emails, meetings, calls) with all users in your Organization
  • Share content on a per-Contact basis
  • Choose to share or unshare the content of specific events (email, meetings, etc.)
  • Share Contacts

Check out our Sharing articles for more detailed information.

Overview: Reporting

Getting Started: To get the most out of your reports, be sure to set up your Lists according to our best practices.

Types of Reports

Three categories of reports are available:

  • Activity—View information based on all outbound activity
  • Sales—View deals that have closed
  • Pipeline—View how your deals are moving from status to status

Access Your Reports

  1. Click Reports at the top of the screen.
  2. Select the List to report on from the drop-down menu in the upper-left corner.
  3. Select the report type from the navigation panel on the left side of the screen.
  4. You can customize your report in the following ways:
    • Drill down on your data by pivoting on fields in your List. In the report grid, click the arrow to the left of the Total heading, and then select the field you want to pivot the data on.

      The available fields vary depending on the report type. For most reports, you can report on the Status or Owner field. For Pipeline Value, Cumulative Deals, Incremental Deals, and all Sales reports, you can also report on single select and multi select fields, as well as a specific List object (such as a lead or opportunity).

      In this example, click the arrow to the left of Total ACV to view your cumulative sales by industry, and then click the arrow to the left of Tech to view tech sales by geographic region.
    • You can also click on the field name or the arrow to the right of the field name to change the field you are currently pivoted on. In this example, click by Industry under Total ACV. Note: For some report types, the option to click on the field name doesn't appear unless you use the first option to drill down on the data.

Note the following:

  • For Sales and Pipeline reports, you are prompted to define the field you want to base your reports on—for example, ACV, Revenue, Deal Size, etc. This becomes the designated reporting field for this List.

    Note: You must select a numeric field type for your designated reporting field. Only one of these fields can be your Revenue field for Sales reports. Choose this field based on how you want your Sales reports to populate.
  • Sales and Pipeline reports are based on the last active status that you indicate in your List settings. You may need to reconfigure your List statuses to ensure the last active status captures when a deal is won.

    Example active statuses for an Opportunity List:
    • Active:
      • Lead
      • Qualified
      • Negotiation
      • Verbal Commitment
      • Deal Won
    • Inactive
      • Deal Lost
      • Revisit Later

Report Details

This section describes each report in detail.

Activity

Based on: All outbound activities (emails, calls, meetings, tasks) from any user in the Organization within any status. The author of the activity receives credit for each activity.

Each Activity report shows the following:

  • Activity Leaderboard—Ranked list of users based on their outbound activity.
  • Activity by Status—Amount of activity that takes place within each status.
  • Activity Trend—Amount of outbound activity over time.

To learn more, watch the following Activity reports video (~1.5 min):

Sales

Based on: Last active status of the defined List and defined Revenue field for the List.

Each Sales report shows the following:

  • Cumulative Sales—Total revenue over time based on this List's last active status.
  • Incremental Sales—Value of new deals that were added during the selected date range.
  • Sales Leaderboard—Ranked list of users based on their revenue.
  • Average Deal Size*—Average size of the deals that entered this List's last active status.

    Note: If you don't list revenue for a deal in your last active status, it won't be included in the average deal size calculation.

    Example:
    • Three deals have reached the Deal Won status.
    • Two of the deals have values listed in the designated Revenue field ($10 and $0), and one doesn't have a value entered.
    • Average Deal Size is $5 ($10/2).

For all Sales reports except Average Deal Size, you can include a forecast of the probability of closing and expected close date.

For additional information, please see our Reporting FAQs.

To learn more, watch the following Sales reports video (~4 min):

Pipeline

Based on: All deals, opportunities, leads, etc. on the defined List with any active status except the last active status.

Each Pipeline report shows the following:

  • Pipeline Value—Estimated value of your pipeline based on the values in your revenue field.
  • Cumulative Deals—Total deals beginning at the selected time range and their status as of today.

    Calculation: Deals created during the selected time period and their current status (functions the same as Cumulative Sales, starting at 0 for each time period). The counts accumulate over time in Cumulative Deals, while Incremental Deals shows new deals created only.
  • Incremental Deals—New deals added during the selected date range and their status as of today.
  • Funnel Analysis—How deals are moving through your pipeline. The date range you select incorporates any List items that were in that status as of the start date or added during the date range.
    • % From Top—Percentage of overall deals that converted to this status.
    • % To Next—Percentage of deals that converted from this status to the next active status.
    • Win Rate—Percentage of deals that have both entered this status and reached the Deal Won status.

      Note: We assume that any deal that reaches a given status has also passed through all previous active statuses.

      Example:
      • 20 leads entered the pipeline. 10 eventually were won.
      • The win rate for leads would be 50%.
    • Progressed—Number of deals that moved to another active status during the specified date range.
    • Remained—Number of deals that remained in a given status as of the last date in the date range.
    • To Inactive—Number of deals that went from this status to an inactive status during the specified date range.
  • Win Rate by Owner—Percentage of deals that are won after reaching each status.

    Note: We assume that any deal that reaches a given status has also passed through all previous active statuses.
  • Average Stage Duration—How long your deals remained in each status before moving to the next stage of your pipeline.

    Note: We make this calculation only for deals that have moved to another status. If a deal remains in a given status, it doesn't affect the duration until it is moved to another status.

    Example:
    • Three deals enter the Leads status on February 1. Five days later, one of those deals moves to another status. Two days after that, another lead moves to another status. The third lead remains.
    • Average stage duration for Leads is 6 days: (5+7)/2=6.

To learn more, watch the following Pipeline reports video (~4 min):

Overview: Contacts and Accounts

Lists in SalesforceIQ are comprised of leads, opportunities, deals, and so on. These items can be either individual Contacts or Accounts.

In SalesforceIQ, Contacts are the individual people, or points of contact, a user adds to a List and/or an Account.

By comparison, an Account refers to the Accounts a user adds to a List. Accounts are comprised of all the Contacts in that Account.

For instance, Jim, Pam, Dwight, and the rest of the individuals who work at Dunder Mifflin are Contacts. Dunder Mifflin itself is the Account.

Video: Accounts vs. Contacts (~1.5 min)

Learn More

See the following articles to learn more about working with Contacts:

Overview: Fields

A field is a cell in the List Grid view that displays a certain piece of information for each List entry—lead, opportunity, etc.—that appears in the Grid. Field categories for each entry can include status, number of inactive days, and information regarding the last communication. These field categories appear as columns in the Grid. The cells within the fields are filled in with the actual value for that lead, opportunity, etc.

The following Grid field types are available in SalesforceIQ:

You can customize the fields in a List Grid view in a number of ways:

If you add, delete, or change the setup of a field, this change applies to all users. If you delete a field, an alert appears asking you to confirm that you want to do this.

For an overview of adding fields, watch the following video (~3 min):

If you reorder or hide/show a field, this change appears in your Grid view only. It doesn't impact the Grid view that appears to other users. If you choose either of these options, you can easily restore the Grid to its default view.

Overview: Stream view

The Stream is a List view that displays an activity log between your team working on the List process and the Contacts for the lead, opportunity, etc. SalesforceIQ automatically brings the following into the Stream:

  • Emails
  • Email attachments
  • Logged phone calls and meetings
  • Calendar events
  • Tasks
  • Comments


The Stream view provides a number of options that let you easily and quickly collaborate with other members of your team. You can also filter the Stream view to show only the information you want.

Video: Stream View Collaboration (~2 min)

Overview: Collaboration

In addition to providing a central repository for all of your touchpoints with a point of contact, the Stream view provides a number of options that let you easily and quickly collaborate with other members of your team:

  • Create a team to quickly collaborate with a group of teammates all at once.
  • Create, assign, and work with tasks for yourself and your teammates to more efficiently manage next steps on a deal.
  • Add your meeting notes as a comment in the Stream and generate a notification with the text of that comment for a teammate by @referencing them.
  • Send an email straight from SalesforceIQ to complete your tasks quickly and efficiently.
  • Log a meeting or phone call as well as the notes associated with the event.
  • Preview and download email attachments.

Follow the links above to learn more about these options.

Overview: Organizations

Your Organization is the main hub for all of your SalesforceIQ activity. For most customers, your Organization is your company-wide Account that lets you collaborate with your teammates.

About Organizations

Your Organization includes the following information:

  • Billing and subscriptions
  • Collaborators and teams
  • Lists
  • Address books for shared Contacts and Accounts
  • Integrations (available in some plans)

All of your colleagues should work together under one common Organization. This is generally named after either your company (for example, ACME) or a large division within your company (for example, ACME Business Development). Working under a common Organization ensures that your colleagues always have access to the following:

  • Team announcements
  • Lists
  • Merge suggestions to keep your address book clean and up-to-date
  • Proper billing allocations
  • Integrations that can help automate your workflow (available in some plans)

After you create an Organization, you can invite new users to your Organization or move a user from another Organization into your common Organization.

Accessing Organization Information

To access your Organization information and settings:

  1. Click at the top of the screen, and then select Settings.
  2. If you have more than one Organization, hover over the displayed Organization name to see your other Organizations displayed to the left. Click the Organization you want.
  3. On the Settings menu, click Settings.
  4. Click a category below the Organization name (General, Sharing, Lists, etc., located on the left hand side of the screen) to view those settings for the Organization.
  5. If you have multiple Organizations, you can click the current Organization displayed under Organization Settings and select a different Organization from the menu to customize settings for that Organization.

Overview: Account properties

Account properties are custom properties that your organization's admin creates that allow you to store information at the Account level, rather than tied to a specific lead, opportunity, etc. on a List. You can view, fill out, and update these properties on Lists, so your collaborators can easily access them throughout the workflow.

By using Account properties, teams can maintain these details without worrying about updating multiple Lists. And because these fields are customizable, you can be sure whatever Account-level information you need is easily accessible.

Account properties differ from Company properties in that Company properties are set pieces of information that we pull from various sources on the web. You can't edit Company properties. Account properties, by contrast, are created by admins and can be edited and customized.

Account properties are available for account-based Lists only.

Some Account property features are available to admin users only. Learn more about them here. For more information on Organization admins, including how to tell who yours is, see here.

Other Account property features are available to all users. Learn more about them here.

Note: If your Account Property field isn't appearing in the Grid, or you can't copy and paste information into the Account Property field, see our troubleshooting article.

Overview: Company properties

Company properties are set fields that SalesforceIQ automatically pulls into your Account profile based on information in the many data sources we use to enrich your Account profiles. Because this information comes from information already published on the Web, users can't edit it.

You can see Company properties on the Account Profile page under SalesforceIQ Company Profile.

Account properties, by contrast, are created by admins and can be edited and customized.

Like Account properties, Company properties are available for account-based Lists only. Also like Account properties, you can add any Company property to your Grid.

You can add Company properties as fields in the Grid so you can easily access this information throughout SalesforceIQ.